SLATESTONE WEALTH LLC
Firm details
- Headquarters
- JUPITER, Florida
- CRD number
- 286669
- Registered since
- February 24, 2017
- Website
- slatestone.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.18%
- Charitable Organizations16.33%
- Individuals5.46%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Slatestone Wealth LLC is an independent registered investment adviser structured as an LLC and SEC-registered since 2017. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its advisory model combines traditional financial planning and discretionary portfolio management for individuals and small businesses with ancillary services such as selection of third‑party advisers, publication of periodicals/newsletters, and educational seminars or workshops. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. Slatestone does not identify as an active ESG investor, it is not a multi‑state adviser, and it does not advertise pension consulting or related‑adviser services. The firm lists an affiliation with an insurance company, which may inform some of its product and planning capabilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- US Government Bonds8%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds6%
- Other5%
Owners & executives
3 of 8Michael Coady
Chief Strategy OfficerCRD 7754478
Kenneth Polcari
Founder & CEOCRD 2050601
SHARON DANIELS
Co-founder & Co-CEOCRD 1242783
Contacts
3 of 12ROBERT LEVIN
Senior Portfolio ManagerCRD 2713527
JOSHUA RUDOLPH
Managing DirectorCRD 4314385
JACOB METRO
Director of TradingCRD 5307318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$385M in ETFs
77%
$296M
19%
$88.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $38.9M | 202,654 | 10.09% |
Location
JUPITER, FL
PALM BEACH
Location
JUPITER, FL
Headquartered in JUPITER, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 661 University Blvd
- Time zone
- ET (UTC-5)
- Office locations
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